Experienced professionals from Keats, Connelly and Associates, LLC conduct workshops in cross-border currency exchange, U.S. immigration after 9/11/01, and estate planning. We will provide you with strategies and information in an attempt to get the best of the Canadian and U.S. tax systems; take advantage of currency exchange rates; receive your Canadian RRSPs tax-free or nearly tax-free in the U.S.; find investments exempt from U.S. income taxes and withholding; and maximize Medicare benefits, just to name a few. General question and answer sessions will also be held to address your specific concerns.

Seminars:

• 9/15 Shea Homes Seminar in Calgary
  • Bryant E. Andrus
• 9/16 Shea Homes Seminar @ Edmonton Country Club
  • Bryant E. Andrus
• 9/25 Edmonton Journal Recreational Property Expo (3 to 4 seminar throughout the day)
  • Robert F. Keats
  • Bryant E. Andrus
• 9/28 BMO Seminar (Tax Strategy for Cross Border Investing in Real Estate)
  • Robert F. Keats
  • Bryant E. Andrus

Workshops:

Wednesday, January 26, 2011

The Ritz-Carlton
2401 E. Camelback Rd.
Phoenix,  Arizona 85016

Tuesday, February 1, 2011

Rancho Las Palmas Resort & Spa
41-000 Bob Hope Drive
Rancho Mirage (Palm Springs), California 92270

Tuesday, February 8, 2011

The Ritz-Carlton
280 Vanderbilt Beach Road
Naples, Florida 34108

Thursday, February 10, 2011

Boca Raton Resort & Club
501 E. Camino Real
Boca Raton, Florida 33432